Advisors Asset Management, Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1297376 Monument, CO

Position in WFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,378,045

+$414,044 QoQ

Shares Held

65,078

+4.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#657

of 2,869 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Advisors Asset Management, Inc. holds $78,753,572 across 15 Banks - Diversified names. WFC ranks #5 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	78,621	$25,735,011
2	BNY	Bank of New York Mellon Corp	94,326	$13,640,482
3	C	Citigroup Inc	64,679	$9,052,472
4	BAC	Bank Of America Corp /De/	100,939	$5,751,504
5	WFC	Wells Fargo & Company/Mn This page	65,078	$5,378,045
6	SAN	Banco Santander, S.A.	331,392	$4,573,209
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	141,675	$3,340,696
8	HSBC	Hsbc Holdings PLC	34,585	$3,288,687

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,378,045	65,078	+4.4%	Shares	Sole	2026-08-14
2026-03-31	$4,964,001	62,354	+2.5%	Shares	Sole	2026-05-15
2025-12-31	$5,672,058	60,859	+7.1%	Shares	Sole	2026-02-12
2025-09-30	$4,763,658	56,832	+10.6%	Shares	Sole	2026-08-26
2025-06-30	$4,115,203	51,363	-7.6%	Shares	Sole	2026-08-24
2025-03-31	$3,990,375	55,584	+0.7%	Shares	Sole	2026-08-26
2024-12-31	$3,875,843	55,180	+15.0%	Shares	Sole	2025-02-10
2024-09-30	$2,709,938	47,972	-2.2%	Shares	Sole	2024-11-08
2024-06-30	$2,913,138	49,051	+17.6%	Shares	Sole	2024-08-14
2024-03-31	$2,417,801	41,715	+8.9%	Shares	Sole	2026-08-26
2023-12-31	$1,884,978	38,297	+12.2%	Shares	Sole	2026-08-26
2023-09-30	$1,394,633	34,132	-3.6%	Shares	Sole	2026-08-26
2023-06-30	$1,510,872	35,400	-18.6%	Shares	Sole	2026-08-26
2023-03-31	$1,625,506	43,486	-4.5%	Shares	Sole	2026-08-26
2022-12-31	$1,880,264	45,538	-33.5%	Shares	Sole	2026-08-27
2022-09-30	$2,752,133	68,427	+0.8%	Shares	Sole	2026-08-26
2022-06-30	$2,658,507	67,871	-1.0%	Shares	Sole	2026-08-27
2021-12-31	$3,290,516	68,581	+7.8%	Shares	Sole	2026-08-27
2021-09-30	$2,953,068	63,630	+1.0%	Shares	Sole	2026-08-27
2021-06-30	$2,852,409	62,981	+6.3%	Shares	Sole	2026-08-26
2021-03-31	$2,314,584	59,242	+2.6%	Shares	Sole	2026-08-26
2020-12-31	$1,742,502	57,737	-5.6%	Shares	Sole	2026-08-26
2020-09-30	$1,437,542	61,146	-21.0%	Shares	Sole	2026-08-26
2020-06-30	$1,981,158	77,389	-4.0%	Shares	Sole	2026-08-27
2020-03-31	$2,313,507	80,610	—	Shares	Sole	2026-08-21
No filing history on record for this holder in this stock.